SheepCRM needs to be connected to Xero before you can follow this guide.

It is also advisable to push your contact first.

Once you have created an invoice in sheepCRM on a contact record, you will find a publish to Xero button. This will create a draft invoice in Xero against the contact.

Invoices numbers must be unique in Xero. The system will fail to publish an invoice if an invoice with that number already exists.

The setting xero_use_sheep_invoice_numbers controls how invoice numbers are set. The choice is to let Xero assign the invoice number or to take the invoice number from Sheep.

Membership invoices numbers are based on the membership number and the date the membership starts. e.g. WEB--2021 or WEB--202109

Ticket invoices use the unique ticket id generated by Sheep.

All other invoices use the UID of the record (a 10-12 alphanumeric value)